Specify the requested item

  1. Open the module of the requested item.
    For example, if you want to create a request for a style item, open the Style panel. Dock the panel to any side of the main window for side-by-side viewing.
  2. Drag and drop the item record to the request details page.

    Item Number, Item Name, Supplier, Main Contact, Brand, and Season fields are updated.

    The UOM field is also updated for sample and test requests.

    Note: By default, the main supplier is selected on the Supplier field.
  3. Optionally, select suppliers from the list.
    The list contains all associated suppliers for the requested item.
    Note: If you select multiple suppliers, individual requests will be created for each supplier after you save or send the request.

    The Main Contact field is updated based on the selected supplier. For costing requests, the Currency field is also updated based on the selected supplier.

  4. Specify this information:
    Supplier Contact

    Optionally, click the ellipsis button to specify the supplier contact.

    Available options depend on contacts that are connected to the requested item and to the selected supplier.

    You can still specify the supplier contact manually by typing the supplier name.

    Internal Contact

    Optionally, specify the internal contact.

    The internal contact serves as the supplier's point person from your company.

    Size Range

    Select a size range from the list.

    Available options depend on the size range in the measurement details of the style item.

    Note: This field is available only if the requested item is a style record or a trim record.